About

QuadCap Wealth Management, LLC, a sophisticated financial planning firm, was formed in 2009 with the mission to provide noteworthy, personalized service, with client satisfaction as the guiding principle. Expanding strictly through client referrals, the firm has grown to more than 400 clients, 23 professionals, and $1.1 billion* in assets under management. Based in Frisco, TX, QuadCap serves clients across the country.

We are committed to guiding individual investors through their financial journeys with care, experience, and personalized solutions. Our advisors craft thoughtful strategies tailored to each client’s customized goals, encompassing investment strategies, estate plans, and trusts, wealth transfer planning, tax strategies, employee benefits optimization, retirement planning, and risk mitigation. Unlike the traditional financial services model where these services are managed by a number of disparate providers, QuadCap coordinates all aspects of financial planning under one roof.

Aiming to capitalize on deep experience in the employee benefit arena, we work primarily with corporate executives and their families. Our concierge-style services are designed to deliver a seamless, stress-free experience that anticipates the needs of clients and offers solutions with a personal touch.

QuadCap’s success stems from the knowledge, passion, dependability, collaboration, and professionalism of our team members. We are continuously on the lookout for passionate individuals who align with our values and would thrive in our dynamic team environment. If you’re interested in being part of a growing firm that always puts clients first, please connect with us on LinkedIn.

*As of January, 2025